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Paychex
PAYX

Overview Fund Activity

1,494 hedge funds and large institutions have $31.9B invested in Paychex in 2023 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 508 increasing their positions, 572 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,494
Holders Change
+60
Holders Change %
+4.18%
% of All Funds
21.9%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
164
Increased
508
Reduced
572
Closed
84
Calls
$249M
Puts
$160M
Net Calls
+$88.2M
Net Calls Change
-$36.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$926M
2
Capital International Investors
Capital International Investors
California
$2.2B
3
Capital World Investors
Capital World Investors
California
$115M
4
Holocene Advisors
Holocene Advisors
New York
$112M
5
BlackRock
BlackRock
New York
$3.33B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$768M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$53.6M
3
Millennium Management
Millennium Management
New York
$6.15M
4
Two Sigma Investments
Two Sigma Investments
New York
$30.5M
5
CS
Credit Suisse
Switzerland
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
1451
Valued Wealth Advisors
Utah
$6.64K +$6.64K +58 New
AWM
1452
Abound Wealth Management
Tennessee
$6.53K +$950 +8 +17%
APC
1453
Aspire Private Capital
North Carolina
$6.23K – – –
RWPA
1454
Richard W. Paul & Associates
Michigan
$5.84K -$1.19K -10 -17%
PA
1455
Pineridge Advisors
Missouri
$5.12K +$5.12K +43 New
NRG
1456
Nemes Rush Group
Michigan
$5K +$357 +3 +8%
TVWM
1457
Tower View Wealth Management
Wisconsin
$5K +$1K +8 +25%
NFSG
1458
Newbridge Financial Services Group
Florida
$4.92K +$4.92K +41 New
MIA
1459
MeadowBrook Investment Advisors
Michigan
$4.76K +$4.76K +40 New
CNBTD
1460
Citizens National Bank Trust Department
Mississippi
$4.53K – – –
JFA
1461
JNBA Financial Advisors
Minnesota
$4.29K -$1.91K -16 -31%
NCM
1462
Northwest Capital Management
Oregon
$4.17K – – –
JGIA
1463
Jackson Grant Investment Advisers
Connecticut
$4.05K – – –
FWM
1464
FSA Wealth Management
Massachusetts
$4K +$4K +31 New
MCM
1465
Manchester Capital Management
Vermont
$3.93K +$3.46K +29 +725%
DWA
1466
Delos Wealth Advisors
Texas
$3.69K – – –
CCM
1467
Copeland Capital Management
Pennsylvania
$3.45K – – –
TC
1468
Truvestments Capital
Florida
$3.45K – – –
CPG
1469
Cornerstone Planning Group
New Jersey
$3.22K – – –
IHWM
1470
Iron Horse Wealth Management
Iowa
$3.1K – – –
SC
1471
Stephens Consulting
Michigan
$3.1K – – –
SSG
1472
Summit Securities Group
New York
$3K -$1.14K -11 -28%
AP
1473
Aspect Partners
Virginia
$2.98K +$2.98K +25 New
DPW
1474
DiNuzzo Private Wealth
Pennsylvania
$2.98K +$2.98K +25 New
PWMG
1475
Private Wealth Management Group
New Jersey
$2.98K +$2.98K +25 New
57 58
59
60 61